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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: tekboy who wrote (48858)	11/14/2001 1:41:36 AM
From: Uncle Frank	Read Replies (2) \| Respond to of 54805

>> it would be great to find some tornados in progress as well, if only for excitement... Current climatic conditions won't allow one to form, tekboy. But if Greenspan and Bush manage to kick start the economy, I'm sure we'll find one or two. Killing the 30 year bond was a brilliant move (or so Merlin says). Maybe, combining that with 10 rate cuts, increased liquidity, and a hundred million of fed funs priming the pump, we'll see the economy turn around. I hope. uf

To: tekboy who wrote (48858)	11/14/2001 11:02:58 AM
From: StockHawk	Respond to of 54805

A quick look at GNSS >>it would be great to find some tornados in progress as well, if only for excitement... GNSS is rather small, but is showing nice growth. Take a look at the quarterly sales comparisons for the past year: prior current change 10059 17304 72% 10605 18471 74% 12812 21306 66% 15040 36137 140% GNSS is involved with chip design for flat panel displays and, to a lesser extent, high defination TVs. I believe all their production is outsourced to plants in Taiwan. Recently the stock was hitting new all-time highs (and how namy tech stocks are doing that): askresearch.com Earnings are growing, and earnings projections have been increasing (note the Analyst Estimates Trend here): quicken.excite.com Zachs recently noted the earnings momentum: "Oct. 31 /PRNewswire/ -- Zacks.com releases another list of stocks that are currently members of the coveted Zacks #1 Ranked list which has produced an average annual return of 34% since inception in 1980. Among the #1 ranked stocks are the following companies: Genesis Micro (Nasdaq: GNSS)...Analyst forecasts for 2002 have doubled in the last three months and for the near term quarters. The company is buying Sage Inc. that should create a "powerhouse" in the display semi-conductor industry with helpful synergies. The company says the acquisition will be accretive to earnings in the first quarter of operations." They appear to have interesting market share numbers: "Sept 29 (The Deal.com) - Shares of digital display chipmaker Sage Inc. surged as much as 33% Sept. 28 on news that larger rival Genesis Microchip Inc. would acquire it for $241 million in stock. Analysts expressed concern Friday that the combined company's leading market share position in the flat-panel display chip market could arouse the attention of antitrust regulators. Genesis commands roughly 50% of this market, while Sage has a roughly 15% market share..." King/Gorilla potential - let's roll up our sleeves and take a look. It might be fun. StockHawk full disclosure: I do not own any shares in GNSS at this time, nor have I ever, but it looks interesting.